Invest Like the Best with Patrick O'Shaughnessy cover image

Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381]

Invest Like the Best with Patrick O'Shaughnessy

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Evaluating the Dynamics of Capital Markets and Valuations

This chapter explores the complex dynamics between investors and capital markets, assessing whether current capital allocation aligns with innovation and economic growth. It contrasts views on market valuations as potential bubbles versus evidence of efficient markets poised for significant value creation amid technological advancements.

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